NFA Live! Bitcoin in 2025

"I would I would imagine that we would get there [ETH new all-time high], you know, probably in the next few days."

"if we start seeing um ETH breaking through all-time highs which it will struggle a little bit initially for the previous alltime high because it could be resistance level but look at how long 4,000 was a resistance level until it finally broke through. So once it finally breaks through the all-time high, it may retrace a little bit, but then it's going to continue going higher because of this accumulation we just talked about."

"I think we still will have a I think we still will have a peak in terms of Bitcoin a cycle top towards the end of the year or next but I don't think that I think that the retracement won't be as large and it may indeed in terms of how long we remain in there it may not be another four years right it may be shorter but it's I don't think that it's following the regular processes we have I mean I don't think it's going to be exactly as it was in the past uh it's going to basically be um more extended cycle that's driven by these other factors"

"Central bank accumulation. ... and indeed the more that factually the more the dollar gets weaponized um and countries senior strategic adversaries to the US they're not going to want to hold US dollar US dollars or US debt and what's logical to alternative gold and then digital gold."

"the next logical step could be sort of larger companies you know not necessarily not necessarily uh accumulating crypto treasuries per se um in the same way that these companies are doing now but just diversifying their holdings and being comfortable about you know comfortable about saying that you know like the likes of Meta say or Amazon or Alphabet or whatever coming out and saying, "Look, we hold we we've allocated 1% of our cash to Bitcoin. Don't get excited. We're not going to, you know, we're not going to incorporate Bitcoin onto our platforms or anything like that. We're just diversifying our holdings in the same way that we hold gold and other commodities or whatever like that. That would seem to me to be logical.""

"I So, I don't think it'll happen. And I don't think Ethereum's going to flip Bitcoin um at any point, but you know, that's just my view."

"there's a good chance that that Ethereum will will retest 4K at some point. I mean, if it that that's my guess. I you know, it's had such an explosive move up. I'm going to guess it'll happen. I don't know if it's going to happen before September, but I I would guess it'll probably happen."

"new ETH all-time high, break comfortably above it, you know, get above 5K and, you know, hopefully comfortably above 5K. Um, and then I think Ethereum ecosystem projects will probably have a bit more time to shine."

"I bet a lot of retail will come back after Ethereum is is is clearing new all-time highs because that will then have a bigger effect on the alt because Ethereum is kind of closer to the altcoin market than Bitcoin is... I think whenever Ethereum durably clears all-time highs, that's when you see uh the retail come back and and maybe we'll start to see that uptick in the views."

"Paul is going to use the Jackson Hole Symposium to basically temp down the market expectations for a cut in September even though there's like near certainty the market's pricing it in."

"I've said for a while now that I think um before too long people are going to be transacting with crypto, but they're not going to know or care. It's just going to be about, you know, a number shows up on, you know, they they type some numbers into their phone and and those numbers show up on their friend's phone a few seconds later. You know, bish Bosch, everyone's everyone's happy. They don't care how it got there. They don't care whether it's USDC, USDT, Bitcoin, ETH, ADA. They don't care. is just there or or even you know or dollars or pounds or euros or whatever. So I think it will be yeah I think it will be sort of running under the surface."